UX
B2B
ERP System
Web
Desktop
Duration
2024.06 － Current
Background
Match Transaction is an accounting module,
which is a new feature of internal ERP system.
User
Global accountants in OEC Group
Feature
This module is to clear payments based on payment requests list.
My Role
I’m the owner of this project as an UIUX intern, having a senior designer serving as my consultant.
Responsibility
Turning BRD into flow chart, wireframe and Mockup
Meeting with and presenting to ERP team
Handoff with F2E
Challenge & Goal
Unclear field relationships and illogical hierarchy placement
Even with the BRD and explanations from the ERP team,
it still took us a LONG time to understand the logic.
As a result, we strongly felt that this interface really needed a MAKEOVER.
How to turn complex accounting logic into a clear and structured interface
This accounting module features:
extensive information
complex field relationships
multiple calculations on a single page
Therefore, my priority goal is to simplify the complex logic into a clear and structured interface.
Problem－Deliverables
Takeaway
More comprehensive & thoughtful consideration
Due to the complexity of this project and being given full responsibility, my design thinking skills have significantly improved.
1
Deeper analysis of references
When reviewing other products, I consider details and context more thoroughly.
For example, I noticed that some products with a stepper flow include a review step at the end. However, unlike those that return to the dashboard, the MT module stays on the display state. Therefore, I chose not to include a final review step.
2
More comprehensive design decisions
Before making a design decision, I thoroughly consider all scenarios and page states.
For example, when using a stepper component, I thought all states through, such as create, display and edit states.
3
Thoughtful consideration for adding new components
This includes evaluating whether it's worthwhile to create a new component for a specific case
and ensuring a clear guidelines are established.
Next
As of August 19, 2024, the project is still ongoing.
Significant optimizations have been achieved,
and we are currently awaiting the updated BRD to make further revisions based on the new requirements before final delivery.
